Process for moving to the latest update of Finance and Operations
This topic explains the process of updating or upgrading to the latest release of Microsoft Dynamics 365 for Finance and Operations. It describes the overall process and supported scenarios, but it doesn't provide detailed instructions for every step of the process.
For information about the contents of each release of Finance and Operations, see What's new or changed.
For information about One Version service updates, see the One Version service updates overview.
For those looking to upgrade to Finance and Operations from Microsoft Dynamics AX 2012, please see Upgrade from AX2012 to Finance and Operations.
- Upgrade – The process of moving from one official release of Finance and Operations to the next release, for source environments prior to version 8.0. Some examples are the move from 7.1 to 7.3, or from 7.3 to 10.0.1. The process involves setup of a free sandbox environment, code upgrade, and data upgrade.
- Update – The process of applying a binary package to an environment to move it from one official release of Finance and Operations to the next release, for source environments starting with version 8.0. This process has lower downtime requirements and doesn't involve data upgrade.
Paths to One VersionThere are three primary paths to get to the latest version of Finance and Operations. Each path is referenced below with a link to detailed steps.
Applicable starting version: Microsoft Dynamics 365 for Finance and Operations 7.0 (RTW), 7.1 (1611), 7.2 (July 2017), 7.3.
This path involves code refactoring to Extensions, and Data Upgrade in a DevTest, Sandbox, and eventually a Production environment.
Rebuild and update
Applicable starting version: Microsoft Dynamics 365 for Finance and Operations 8.0
This path involves removing Microsoft X++ hotfixes, and creating a merged update package.
Applicable starting version: Microsoft Dynamics 365 for Finance and Operations 8.1.0+
This path involves configuring your project for continuous updates.